Rockbridge Investment Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Rockbridge Investment Management’s Portfolio ESGE Stock Details ESGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$217K	Buy	+3,965	New	+$207K	0.02%	140
2024 Q1	–	Sell	-2,162	Closed	-$69.3K	–	282
2023 Q4	$69.3K	Buy	+2,162	New	+$66.7K	0.01%	207
2022 Q3	–	Sell	-1,540	Closed	-$49.8K	–	268
2022 Q2	$49.8K	Buy	1,540 +35	+2%	+$1.19K	0.01%	218
2022 Q1	$56.2K	Hold	1,505	–	–	0.01%	281
2021 Q4	$60K	Buy	1,505 +344	+30%	+$14.2K	0.01%	320
2021 Q3	$48K	Buy	1,161 +31	+3%	+$1.32K	0.01%	322
2021 Q2	$51K	Hold	1,130	–	–	0.01%	308
2021 Q1	$49K	Hold	1,130	–	–	0.01%	292
2020 Q4	$47K	Buy	1,130 +56	+5%	+$2.18K	0.01%	289
2020 Q3	$38K	Buy	+1,074	New	+$38K	0.01%	296

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Rockbridge Investment Management's ESGE Position: Q2 2026 in Review

Rockbridge Investment Management opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026: 3,965 shares worth $217K. The stake represents 0.02% of the portfolio and ranks #140 among its holdings. This is a return to the name: Rockbridge Investment Management previously reported a position in ESGE as recently as Q4 2023.

Rockbridge Investment Management first reported a position in ESGE in Q3 2020 and has held it in 10 quarters since. 637 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Rockbridge Investment Management held 3,965 shares of iShares ESG Aware MSCI EM ETF worth $217K as of Q2 2026.
iShares ESG Aware MSCI EM ETF was a new Rockbridge Investment Management position in Q2 2026.
iShares ESG Aware MSCI EM ETF made up 0.02% of Rockbridge Investment Management's portfolio in Q2 2026, its #140 holding.
Rockbridge Investment Management first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2020 and has held it in 10 quarters since.
637 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.